Order steps and automations: orders move on by your rules.
Shape the steps an order moves through, and set routine steps to run by themselves. Set a rule once, such as sending every Block A order to one packer.
Free plan. No credit card needed.
What are order steps and automations?
Every order moves through steps, from received to delivered. With Customisable Order Flow, you shape those steps to match how your shop works.
With Automation Flow, you set rules on order and stock events, so routine steps run without anyone tapping a button.
What you can do
Steps that fit your shop, and rules that save the taps.
How order steps and automations work
Start from the standard steps, then make them yours.
Start from the standard steps
Every store gets received, accepted, processing, packed, rider assigned, out for delivery and delivered.
Shape your steps
Switch on Customisable Order Flow and set the steps an order moves through.
Add a rule
Switch on Automation Flow. Pick the event, then what should happen.
Orders move on their own
Matching orders are accepted or sent to the right person as they arrive.
Check the record
Order history and stage reports show every step, by day.
Order steps for the customer and for you
The customer sees where the order stands. You set how it gets there.
Where their order stands
Customers see the store confirming the order, then each step as it moves.
The rules behind it
Rules on order and stock events, and the steps they move orders through.
Steps and settings
The standard steps every store has, and what the two add-ons add.
| Step or setting | Actions or options | What it means |
|---|---|---|
| Received | Accept or Decline | A new order waiting for you. The customer sees the store is confirming it. |
| Accepted | Start processing, Edit order, Cancel order | The only step where the order can be edited. |
| Processing | Mark packed, Cancel order | Your team is picking and packing. Shows who is packing. |
| Packed | Assign rider, Reschedule delivery, Cancel order | Packed and waiting for a rider. |
| Rider assigned | Mark out for delivery, Reassign rider | Self delivery or a delivery partner. |
| Out for delivery | Mark delivered, Reschedule delivery | Cash on delivery asks if the cash was collected. |
| Delivered | See history, Return Item | Moves to Done with the time and who delivered. |
| Other outcomes | Cancelled, partially delivered, rescheduled, failed | Each one is saved in the order history. |
| Customisable Order Flow | Add-on | Shape the steps an order moves through. |
| Automation Flow | Add-on | Rules on order and stock events. |
| Assign by block | A delivery block and a packer | Send every order from one block to one packer. |
| Auto-accept | The orders you choose | Matching orders are accepted without a tap. |
Order steps and automations at work
Three shops that stopped doing the same tap all day.
Two packers, two blocks
Every Block A order goes to Jack and every Block B order to Sam, the moment it arrives.
Accept without a tap
The owner picks the orders to auto-accept, so the morning list is already moving before she opens the app.
A packing step with a name
Each order shows who is packing it, so the warehouse manager knows where every carton is.
What happens when
The cases owners ask about.
Who uses order steps and automations
Stores with enough orders that the same taps add up.
With the rest of Ordrio
Steps and rules connect packing, branches and delivery.
Switch each one on from your dashboard. Plans and price are on the add-ons page. The standard order steps come with every plan, Free included.
Order steps and automation questions
Received, accepted, processing, packed, rider assigned, out for delivery and delivered. Cancelled is possible at any step before delivery.
Yes, with the Customisable Order Flow add-on.
Act on order and stock events, such as sending every Block A order to one packer or auto-accepting the orders you pick.
Yes. Automation Flow can auto-accept the orders you choose.
Yes. Set a rule to send every order from a delivery block to one packer.
Yes. The work is shared across branches and teams. See multi branch.
Yes. Order history logs each step, and order stage logs list every change by day.
No. The standard steps come with every plan. The add-ons are for shaping steps and automating them.
Customisable Order Flow and Automation Flow are add-ons, with plans and price on the add-ons page. See all add-ons.